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Name Holding Trade Value Shares
Change
Change in
Stake
B
701
Bellecapital
Switzerland
$339K
FSA
702
Franklin Street Advisors
North Carolina
$337K -$22.6K -475 -6%
OWM
703
OneAscent Wealth Management
Alabama
$336K +$18.7K +393 +5%
PFS
704
Prospera Financial Services
Texas
$336K +$29.7K +625 +9%
OWA
705
One Wealth Advisors
California
$329K -$1.71K -36 -0.5%
AWM
706
Apollon Wealth Management
South Carolina
$325K +$86.7K +1,826 +33%
NHC
707
Nicholas Hoffman & Company
Georgia
$323K +$428 +9 +0.1%
SA
708
SRH Advisors
Kansas
$322K
MWPCG
709
Measured Wealth Private Client Group
New Hampshire
$320K -$22.2K -468 -6%
FTC
710
Farmers Trust Company
Ohio
$319K
KIA
711
KCM Investment Advisors
California
$319K +$79.5K +1,674 +30%
BW
712
Bison Wealth
Georgia
$317K +$55.9K +1,176 +19%
CIA
713
Capital Investment Advisors
Georgia
$316K +$2.47K +52 +0.7%
LFAS
714
Level Four Advisory Services
Texas
$314K -$9.79K -206 -3%
BFC
715
Bedel Financial Consulting
Indiana
$314K -$5.13K -108 -2%
HTC
716
Haverford Trust Company
Pennsylvania
$314K -$48 -1 -0%
WPC
717
Wedmont Private Capital
Pennsylvania
$313K +$35.6K +749 +12%
AIC
718
Archer Investment Corporation
Indiana
$311K
TCM
719
Traynor Capital Management
Pennsylvania
$307K -$14.2K -298 -4%
SSB
720
Sandy Spring Bank
Maryland
$307K
CA
721
Clearstead Advisors
Ohio
$307K +$6.37K +134 +2%
KWM
722
Kingsview Wealth Management
Oregon
$305K -$789K -16,602 -70%
TPW
723
Transatlantique Private Wealth
New York
$305K
FPCG
724
Forum Private Client Group
Indiana
$305K +$23.2K +488 +8%
JCM
725
J2 Capital Management
Michigan
$303K +$24.3K +512 +8%